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yyyyyy x. yyyyyy

965 humboldt st. #0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

results-driven retirement plan and financial professional eager to apply dynamic business development, relationship building and account servicing skills toward actively supporting the employer.

 

profile

 

  • quality-driven, strategic leader noted for expertise in retirement plan development, with experience in relationship management, account servicing and client consultation capacities.
  • capitalized on opportunities to develop strong relationships with employers, clients and management.
  • championed the revision of numerous 401(k) issues, including erisa compliance, investment options, administration technology, tax reporting, audits, sec/irs guidelines, and contract terminations.
  • adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.

 

professional experience

 

account manager for fascore, llc great-west life & annuity                                              2006-present

  • actively serve as point-of-contact for over 300 employer-sponsored 401(k) plans, including the coordination of plan research and resolution, troubleshooting plan set-up, documents, contributions, loans, disbursements, and transfers issues.
  • as senior retirement plan specialist for fascore, consistently provide innovative answers to inquiries on employer-sponsored retirement plans.
  • produce exceptional performance statistics while fielding client inquires for multiple institutional partners, including oppenheimer, suntrust, american funds, and wells fargo.

 

student advisor kaplan test preparation & admissions                                                               2006-2007

  • proficiently advised students on issues related to academic testing options and other kaplan services.
  • successfully steered student sales operations to generate consistent growth and revenue flow.
  • consistently ensured delivery of quality customer service vital to sustaining and growing clientele base.

 

client relationship team axa advisors, llc.                                                                                             2005-2006

  • capitalized on opportunity to acquire six months of practical financial advisor training in key areas including client management and compliance issues.
  • actively supervised large database of orphan client accounts, while tracking statistical performance results for associates to reengaging existing clientele base.

 

senior leadership consultant delta upsilon international fraternity, inc.                                2003-2005

  • successfully advised and educated over 30 client groups on, performance metrics, organizational management, leadership, insurance policies, alumni outreach, and fundraising opportunities.
  • effectively aided client chapters in increasing performance, from 90% membership growth to multiple international fraternity awards for financial, academic, and overall performance.

professional education

 

bachelor of science in marketing & business administration bradley university peoria, il                 2003

cum laude graduate; president s scholarship award recipient; dean s list honors; gpa: 3.71

 

series 7 and 66 securities certification                                                                                               2006

life, accident, and health insurance license                                                                                       2006

retirement plan fundamentals series american society of pension professionals and actuaries     2007

 

member alumni board directors bradley delta upsilon, inc.

volunteer/supporter national multiple sclerosis society

volunteer/supporter american association of diabetes

volunteer/supporter boys and girls club of america

event chair st. jude children s research hospital

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